Process Editing

Editing a process (creation and data entry) is reserved for the "Admin" role and the process pilot designated on the process sheet.

The upper part allows you to designate the process pilot, enter the process purpose and indicate the last modification date.

The content of a process is divided into several tabs. Depending on the configuration, some tabs may be hidden.

• Description
• Flowchart: you can attach one (or more) PDF(s) or one (or more) image(s) describing the process flowchart. Thus the attached element will display directly on screen when users open this tab.
• Documents
• Indicators
• Risks
• Opportunities
• Audits
• NC (Non-conformities)
• Actions
• SWOT
• Stakeholders

*Process Sheet Overview*

"Description" Tab

The "Description" tab contains the main elements of the process sheet.

It allows you to define the pilot, the purpose, the activities, their input and output data, the actors, the human resources, the monitoring means, the requirements and the observations.

• *An area to describe means for monitoring and improvement*

Adding a means to the process sheet is done via the *+* icon

Deletion is done via the *x* icon

Modification is done via the crayon icon

*Adding a resource to the process sheet*

After clicking on the *+* icon, a popup appears

Select a means from the displayed list and validate your choice by clicking the "Select" button.

Or add a new means using the "Add" button. The following elements must then be entered:

• The label
• A possible description

Validate the addition by clicking the "Save" button. The popup closes and the new means is already selected. You just have to click the "Select" button.

• *An area to describe stake holders*

Adding a stake holder to the process sheet is done via the *+* icon

Deletion is done via the *x* icon

*Adding a means to the process sheet*

After clicking on the *+* icon, a popup appears

Select a means from the displayed list and validate your choice by clicking the "Select" button

• *An area to describe the process activities* (input data, output data, responsible)

Adding an activity (and input and output data) is done via the *+* icon

Deletion is done via the *x* icon

Modification is done via the crayon icon

*Adding an activity to the process sheet*

After clicking on the *+* icon, a popup appears

Select an activity from the displayed list and validate your choice by clicking the "Select" button

Or add a new activity using the "Add" button. A popup then appears:

The following elements must be entered:

• The label

• The responsible (human resource), to be selected from the list

• A description

• Input and output data: select existing elements in each list or enter a new element then press the "Enter" key on your keyboard to confirm the addition

To delete a selected element, click on the "cross" of the concerned element.

Validate the addition by clicking the "Save" button. The popup closes and the new activity is already selected. You just have to click the "Select" button.

You can change the order of activities (and their attached input and output data) by selecting the desired line and dragging it to the desired position.

"Documents" Tab

EDM documents attached to the current process automatically appear (classified by type).

The "Others" tab allows you to add documents (present in the EDM) using the "Add" button. Deleting a document is done via the checkbox on the left and garbage icon.

"Indicators" Tab

The "Indicators" tab displays the values and colors of data entered for each indicator attached to the process and for the selected year. You can display or enter data for different years via the dedicated dropdown list.

By checking the box in front of an indicator, it appears on the summary screen (consultation).

*Adding an indicator*

Adding an indicator to a process sheet is done via the "Add" button. The popup displays indicators created in the application.

You can select one or more to attach them to this process or add new ones.

To permanently delete an indicator from the application, select it by checking the box at the beginning of the line, then click the "trash" icon (red, at the top right)

To add a new indicator in the application, enter the following information:

• The label
• The description
• The calculation methodology
• The indicator objectives
• The indicator responsible
• The frequency (of value entry)
• The operator
• The target and its unit
• The threshold (it can be equal to the target)

Once the new elements are entered, click the "Save" button. The popup closes and the indicator list updates. The new indicator is already selected. You just have to click the "Select" button.

*Entering indicator values*

The icons displayed at the beginning of an indicator allow you to edit (enter data/records) and delete the indicator from the process sheet.

For editing (modification) and data entry, a popup appears, recalling the information and entered values

Depending on the chosen direction, objective and threshold, values appear in green, orange or red.

If the direction is "<" then

• Values below the objective appear in green
• Values between the objective and threshold appear in orange
• Values above the objective appear in red

If the direction is ">" then

• Values below the objective appear in red
• Values between the objective and threshold appear in orange
• Values above the objective appear in green

"Risks" Tab

The "Risk" tab is composed of 2 tables.

The 1st table allows you to specify the risks and the second allows you to enter and display evaluations on a selected risk.

Each cell in the header row is clickable. This allows sorting (ascending or descending) each column. Each data row is clickable. This allows displaying the evaluations of the selected row or adding one.

*Adding a risk*

To add a new risk, click the "Add" button of the 1st table.

The list of existing risks in the application appears.

If the desired risk exists in the list, check it then click the "Select" button

If the risk does not exist, click the "Add" button then enter the information for the new risk:

After entering the elements, click the "Save" button to validate the entry. The new risk is added to the previous list and is already selected. You just have to click the "Select" button.

The values of the "Category" list are found in the "Action > Risks - Categories" reference framework.

*Adding an evaluation*

To add a new evaluation, click on a risk in the 1st table then click the "Add" button of the 2nd table.

The values of the lists : « Impact », « Probabilité » et « Maitrise du risque » se trouvent respectivement dans le référentiel « Action > Risques - Impacts », « Action > Risques - Probabilités » et « Action > Risques - Maitrises ».

"Opportunities" Tab

The operation is almost identical to that of risks.

"Audits", "NC" and "Actions" Tabs

Automatically appear audits (by status: "in progress" and "completed"), non-conformities (by status: "in progress" and "completed") and actions, related to the concerned process.

"SWOT" Tab

You can add strengths, weaknesses, opportunities and threats, which will display in the form of a 2x2 table.

"Stakeholders" Tab

Automatically appear stakeholders attached to the concerned process.

Updated on: 23/03/2026